Recruiters pan rhetoric of the Fort Mill, S.C.-based independent broker-dealer for willfully talking past the heavy hand of private equity in their pre-IPO years -- and their own retention and service challenges

With a treasure trove of Scottrade investors ready to be divvied up, the Omaha, Neb.-based retail and custody biggie moved the minimum up from $500,000 but also upped the incentives a level for a branch broker to refer accounts

The $1.6 trillion RIA custodian gives real-time data to Black Diamond, Tamarac, Orion and others serving Schwab RIAs and small RIAs get PortfolioConnect for free as long as they don't want to track held away assets